Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JNBA FINANCIAL ADVISORS | SHS | 1401 | $40,919 | 769 | 0.00 | 0.01 | 42 | 5.78 | 09-30-2023 |
DT INVESTMENT PARTNERS LLC | SHS | 1402 | $40,922 | 751 | 0.00 | 751 | +Inf | 12-31-2023 | |
CENTERPOINT ADVISORS LLC | SHS | 1403 | $48,000 | 737 | 0.02 | 0.01 | 412 | 126.77 | 03-31-2024 |
GHP INVESTMENT ADVISORS INC | SHS | 1404 | $44,082 | 732 | 0.00 | 0.00 | -236 | -24.38 | 03-31-2023 |